SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $779,000 | -18.9% | 8,543 | -29.0% | 0.44% | -23.2% |
| Q1 2020 | $960,000 | -64.3% | 12,033 | -51.9% | 0.58% | -57.0% |
| Q4 2019 | $2,689,000 | +240.8% | 25,003 | +192.7% | 1.34% | +233.3% |
| Q3 2019 | $789,000 | -49.1% | 8,543 | -44.4% | 0.40% | -61.4% |
| Q2 2019 | $1,551,000 | +1.8% | 15,373 | +0.3% | 1.04% | -6.9% |
| Q1 2019 | $1,523,000 | -1.7% | 15,323 | -11.5% | 1.12% | -24.6% |
| Q4 2018 | $1,549,000 | +3.6% | 17,308 | +13.4% | 1.49% | +10.7% |
| Q3 2018 | $1,495,000 | +0.7% | 15,265 | -4.6% | 1.34% | +2.8% |
| Q2 2018 | $1,484,000 | +1.6% | 16,005 | 0.0% | 1.31% | -29.0% |
| Q1 2018 | $1,460,000 | -6.4% | 16,005 | 0.0% | 1.84% | -2.4% |
| Q4 2017 | $1,559,000 | – | 16,005 | – | 1.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |